Paul Kletke has been an investment adviser representative at Global View Capital Management since January 2014, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Paul Kletke’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, Paul Kletke was registered through The Strategic Financial Alliance and Transamerica Financial Advisors, Inc.
- – present · 12 yearsLong Beach, CA · Adviser representative · Firm CRD 158292
- The Strategic Financial Alliance– · 1 yearSeal Beach, CA · Adviser representative · Firm CRD 126514
- Transamerica Financial Advisors, Inc.– · under a yearPhiladelphia, PA · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 2 yearsAnaheim, CA · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Paul Kletke is registered as an investment adviser representative in California, since January 2014.
- CaliforniaSince 2 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul Edward Kletke
- CRD
- 5652475
- Firm
- Global View Capital Management · CRD 158292
- Office
- 5199 E. PACIFIC COAST HIGHWAY, SUITE 204, Long Beach, CA 90804
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Kletke work?
Paul Kletke is an investment adviser representative registered through Global View Capital Management LLC since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is Paul Kletke a financial advisor?
Yes. Paul Kletke has a current investment-adviser registration in California, through Global View Capital Management since January 2014.
How many years of experience does Paul Kletke have?
Paul Kletke has 17 years in the financial industry, since April 2009, across 4 adviser firms.
What exams has Paul Kletke passed?
Paul Kletke passed the Series 65 in February 2009.
Where did Paul Kletke work before Global View Capital Management?
Before Global View Capital Management, Paul Kletke was registered through The Strategic Financial Alliance, October 2012 to December 2013; Transamerica Financial Advisors, Inc., January 2012 to October 2012; Investment Advisors International, Inc., April 2009 to January 2012.
Where is Paul Kletke based?
Paul Kletke’s registered office is in Long Beach, CA.
Is Paul Kletke registered with FINRA?
No. Paul Kletke has no current broker registration.
How can I verify Paul Kletke’s record?
Search CRD 5652475 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Kletke’s full registration record.
